Purchases and Sales Made in Q4 2021 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 2021. The information is specifically focused on institutions that hold shares of Upstart Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
6.1KNew |
$802K - $2.38M
|
6.1K
$452K
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
6.02KNew |
$791K - $2.35M
|
6.02K
$445K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
5.89K+ 7.27% |
$774K - $2.3M
|
86.9K
$6.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Holdings CO
Arlington, VA |
BUY
|
- |
5.85KNew |
$769K - $2.28M
|
5.85K
$433K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.8K+ 17.74% |
$763K - $2.26M
|
38.5K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.54K+ 591.36% |
$729K - $2.16M
|
6.48K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.51KNew |
$725K - $2.15M
|
5.51K
$408K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
5.39KNew |
$709K - $2.1M
|
5.39K
$399K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.36K+ 354.5% |
$705K - $2.09M
|
6.87K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
5.13K+ 3589.51% |
$675K - $2M
|
5.28K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.11K+ 264.36% |
$672K - $1.99M
|
7.04K
$522K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$658K - $1.95M
|
5K
$370K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
4.76KNew |
$626K - $1.86M
|
4.76K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.58KNew |
$602K - $1.79M
|
4.58K
$339K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.26K+ 167.49% |
$560K - $1.66M
|
6.81K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.1KNew |
$539K - $1.6M
|
4.1K
$304K
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.1K+ 358.08% |
$539K - $1.6M
|
5.25K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.03K+ 48.94% |
$530K - $1.57M
|
12.3K
$909K
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.85K+ 169.16% |
$506K - $1.5M
|
6.13K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
3.74K+ 25.26% |
$491K - $1.46M
|
18.5K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.71KNew |
$487K - $1.45M
|
3.71K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.61KNew |
$475K - $1.41M
|
3.61K
$267K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.42K+ 298.51% |
$449K - $1.33M
|
4.56K
$338K
|
|
|
Feb 11, 2022
Q4 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.41KNew |
$449K - $1.33M
|
3.41K
$253K
|
|
|
Feb 10, 2022
Q4 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
3.35K+ 3.39% |
$440K - $1.31M
|
102K
$7.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.25KNew |
$427K - $1.27M
|
3.25K
$240K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.23K+ 36.72% |
$425K - $1.26M
|
12K
$891K
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
3.23K+ 44.03% |
$424K - $1.26M
|
10.6K
$781K
|
|
|
Feb 14, 2022
Q4 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.2KNew |
$421K - $1.25M
|
3.2K
$237K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
3.12KNew |
$410K - $1.22M
|
3.12K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.1KNew |
$408K - $1.21M
|
3.1K
$230K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.1KNew |
$408K - $1.21M
|
3.1K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.07K+ 264.31% |
$403K - $1.2M
|
4.23K
$313K
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.03KNew |
$399K - $1.18M
|
3.03K
$225K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 207.7% |
$397K - $1.18M
|
4.47K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Atlas Principals, LLC
Charlotte, NC |
BUY
|
- |
3K+ 20.0% |
$395K - $1.17M
|
18K
$1.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.99K+ 155.39% |
$393K - $1.16M
|
4.91K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.96KNew |
$389K - $1.15M
|
2.96K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
2.93KNew |
$385K - $1.14M
|
2.93K
$217K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
2.91K+ 9.28% |
$383K - $1.13M
|
34.3K
$2.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
2.84KNew |
$374K - $1.11M
|
2.84K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
2.68K+ 11.24% |
$353K - $1.05M
|
26.5K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2.6KNew |
$342K - $1.01M
|
2.6K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.57KNew |
$338K - $1M
|
2.57K
$190K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
2.55KNew |
$335K - $995K
|
2.55K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.51KNew |
$330K - $979K
|
2.51K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.51K+ 13.35% |
$330K - $977K
|
21.3K
$1.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
2.47K+ 466.04% |
$325K - $963K
|
3K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.43K+ 331.69% |
$319K - $947K
|
3.16K
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.41K+ 11.15% |
$317K - $941K
|
24.1K
$1.78M
|